Investment Advisory Service in La Selva Beach, CA
1. Sequoia Wealth Advisors
23 Seascape Vlg, Aptos, CA 95003
2. Croxall Capital Planning
9 Seascape Vlg, Aptos, CA 95003
3. Hein Bookkeeping
Serving the La Selva Beach Area
From Business: I have been performing bookkeeping and accounting duties for over 40 years in Santa Cruz County, specializing in small businesses. It has been a long family tradition of…
4. Mary Elizabeth Bellizzi - Thrivent
229 Sea Ridge Rd, Aptos, CA 95003
From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Mary Elizabeth Bellizzi is committed to providing financial…
5. World Financial Group
10096 Soquel Dr, Aptos, CA 95003
6. Costello Wealth Strategies
9053 Soquel Dr Ste A, Aptos, CA 95003
7. Thrivent Financial
229 Sea Ridge Rd, Aptos, CA 95003
8. Serendipity Securities
7735 Soquel Dr, Aptos, CA 95003
10. Edward Jones - Financial Advisor: Julie K Tauriainen
9055 Soquel Dr, Aptos, CA 95003
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
11. Edward Jones - Financial Advisor: Mike Herlevi
9055 Soquel Dr Ste D, Aptos, CA 95003
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
12. Clientfirst Financial
8070 Soquel Dr, Aptos, CA 95003
13. Pacific Financial Associates Inc.
323 Spreckels Dr, Aptos, CA 95003
14. Save With Dennis
Serving the La Selva Beach Area
From Business: Dennis Silva, Cash Flow Specialist With a career spanning over four decades, I’ve been passionate about helping businesses thrive since 1978. My journey began as a partner in…
15. Dettle Insurance Agency
305 Soquel Ave Ste B, Santa Cruz, CA 95062
From Business: ABOUT US Your Trusted Insurance Professionals When it comes to insurance, we know that making the right choices for you and your family can be daunting. To help you make the…
16. Gerber, Mark A, CFP
2121 41st Ave, Capitola, CA 95010
From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…
17. Holmlund, Michael
2601 41st Ave, Soquel, CA 95073
From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…
18. Positeri, Jerry
1237 Soquel Ave, Santa Cruz, CA 95062
From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…
19. In3 Finance
181 Pajaro Cir, Freedom, CA 95019
20. McFarland & Associates
2661 Beach Rd, Watsonville, CA 95076
21. Burroughs Braley Financial Planning
521 Capitola Ave, Capitola, CA 95010
22. Omni Financial
1260 41st Ave, Capitola, CA 95010
23. Foothill Securities
2805 Porter St, Soquel, CA 95073
24. Oportun
316 Main St, Watsonville, CA 95076
25. Chime Interactive
4640 Cherryvale Ave, Soquel, CA 95073
26. Cia Investments
1685 Commercial Way, Santa Cruz, CA 95065
27. Baikie and Alcantara Investments
180 7th Ave Ste 103, Santa Cruz, CA 95062
29. Beacon Pointe Advisors
365B Lake Ave, Santa Cruz, CA 95062
30. Cloverleaf Financial Group
171 Marine Parade, Santa Cruz, CA 95062